Stillwater & St. Paul, Minnesota
Personal financial planning and investment management for individuals and families.
How our practice is structured
National custodians
Client assets are held at national custodians such as Charles Schwab and Fidelity.
Third-party oversight
Great Valley Advisor Group, our Registered Investment Advisor, supports our office with independent oversight, compliance, audits, and back-office resources.
Enterprise-grade security
Separate from Great Valley, we partner with an independent technology firm for enterprise-grade tech support and cybersecurity to help protect client information.
A disciplined investment process
A documented process for selecting mutual funds and ETFs and reviewing them regularly against benchmarks and peers.
Who we serve
The people and situations we work with most often.
Diligent savers
Individuals and families who have saved consistently over their careers. Planning can include organizing accounts and reviewing risk and fees.
Families receiving an inheritance
Inherited IRAs, investments, real estate, family property, step-up in basis, and gifting.
Major transitions
The sale of a farm, business, or property; a large settlement or windfall; and incapacity or conservatorship planning.
Company stock and stock options
Stock options, RSUs, employee stock purchase plans, and company stock in retirement plans, including exercise and sale timing, concentration risk, and taxes.
Approaching retirement
Timing, income needs, pension and Social Security choices, health insurance before Medicare, Roth conversions, and survivor benefits.
Already retired
Withdrawals, required minimum distributions, Medicare and IRMAA, charitable giving, and legacy planning.
Navigating divorce
Brian is a Certified Divorce Financial Analyst®. Most divorce-related planning takes place after a settlement.
Planning after divorcePlanning services
Retirement accounts, pensions, Social Security, taxes, insurance, and family responsibilities are coordinated in one financial plan.
Retirement timing
Bringing together savings, income needs, and benefits to evaluate retirement timing.
Tax planning and strategy
Multi-year tax planning using professional tax-analysis software, coordinated with the client’s CPA.
Withdrawal strategy
Which accounts to draw from, and when, alongside pension, Social Security, and other income.
Insurance
A review of life, disability, and long-term care coverage.
Estate planning
Beneficiaries, account titles, and a plan coordinated with your estate attorney.
Meet Brian Limborg
Brian has worked as a financial advisor for 17 years.
He and his wife are Minnesota natives and University of Minnesota graduates.
Brian and his wife have two kids: a son in sixth grade who loves baseball and football, and a daughter in third grade who competes as a Level 4 gymnast on the team at Flips. Most weekends you’ll find them on the sidelines of a baseball or football game, or in the stands at a gymnastics meet.
In his free time, Brian enjoys hunting and fishing, and he provides leadership guidance to students at the University of Minnesota.
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Divorce Financial Analyst®
- Fiduciary, fee-only advisor
- Team approach, with staff supporting every relationship
Brian’s team
Jana and Christy keep every client relationship running smoothly, from paperwork to day-to-day questions. Every member of our team grew up in or lives in the Stillwater and St. Croix area.
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Jana Fleming
Operations Specialist
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Christy Tollefson
Client Service Specialist
Behind the scenes
Our back-office team at Great Valley Advisor Group
Investment advice is offered through Great Valley Advisor Group (GVA), a Registered Investment Advisor. GVA’s home-office specialists support our team with compliance oversight, market research, portfolio management, reporting, and advisor service. You work directly with Brian, Jana, and Christy. GVA works behind them.
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Cheryl deRosa
Chief Compliance Officer
Oversees regulatory compliance across GVA’s advisors.
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Eric Parnell, CFA
Chief Market Strategist
Leads GVA Asset Management and its market research.
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Kaela Frenchman
Senior Associate, Business Strategy & Data Analytics
Builds the reporting and dashboards advisors rely on.
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Evan Coffey
Investment Analyst, Asset Management
Researches investments for GVA’s managed portfolios.
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Bobby Fish
Associate, Advisor Success
Provides day-to-day service support to GVA advisors.
Great Valley Advisor Group and The Limborg Group are separate entities. GVA staff support our practice and do not serve as your financial advisor.
How we’re paid
The Limborg Group is fee-only and does not receive commissions. Fees are calculated on a percentage of assets under management.
Where we meet
We regularly meet with clients from Chisago City to Hastings, and from Roseville to Hudson and New Richmond, at one of our two offices, in your home, or over coffee. Clients who live farther away have two easy options: meet with us by video, or drive into the area outlined on the map and meet us at a coffee shop or our office. We work with clients throughout Minnesota and western Wisconsin, and in many other states where we’re licensed, including Arizona and Florida. Both our St. Paul and Stillwater locations are registered branch offices.
St. Paul office
962 Inwood Ave
Oakdale, MN 55128
Stillwater office
Our Stillwater location is a registered branch office. It’s private and available to clients by invitation only.
Your home or a coffee shop
Many clients prefer that we come to them. We’re glad to meet at your kitchen table or a local coffee shop.
Remote meetings
Video meetings work well for clients who travel, spend winters away, or move out of state. We’re licensed in many states beyond Minnesota and Wisconsin, including popular retirement destinations like Arizona and Florida, so we can keep working together wherever life takes you.
Contact
962 Inwood Ave, Oakdale, MN 55128 Phone hours: Monday to Thursday, 9 a.m. to 4 p.m.
Friday, 9 a.m. to 2 p.m. Serving Minnesota and western Wisconsin